Regional Vice President
About the job
- Prior success as a financial advisor or in leading advisor teams.
- Demonstrated ability to recruit, coach, and lead high-performing professionals.
- Ability to translate vision into action strategically.
- Strong understanding of compliance, financial planning, and wealth management practices.
- Provide senior leadership and direction to Managing Directors throughout the region.
- Drive regional growth, enhance advisor development, and expand the firm's market presence.
- Build high-performing teams and foster a culture of excellence.
- Execute long-term strategies that deliver measurable results.
- Collaborate with executive leadership to align regional objectives with firmwide priorities.
- Recruit top talent, mentor leaders, and elevate advisor performance.
- Build a sustainable and scalable business model in the market.
- Prior experience as a senior leader in the financial services industry, preferably in a regional or multi-office leadership role.
About the company
WealthBridge Financial Group plans investment, retirement and insurance strategies for individuals, families, business owners and institutions, while addressing how they protect and transfer wealth. Advisors tailor financial and business strategies to each client's goals, time horizon and risk tolerance, combining portfolio management with estate and broader financial planning across major life and business decisions. Securities and investment advisory services are offered through Equity Services, Inc., which WealthBridge identifies as an independent entity. The exact company profile identifies New York City as headquarters, and the official contact page gives 675 Third Avenue, Suite 900 as its address.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
New York, NY
Founded
N/A
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Simplify's Take
What believers are saying
- The careers page details case-design research, advanced analytics, digital marketing materials and practical compliance guidance for advisors.
- Its public team directory lists dedicated recruiting, training/onboarding, compliance, brokerage and new-business staff, beyond advisor roles.
- WealthBridge's Melville role includes ongoing advanced training, a career-growth benefit listed in September 2026.
What critics are saying
- WealthBridge's September 2026 Arizona role has advisors build their own book from day one, making client development central.
- The September 2026 Financial Professional posting in Melville lists benefits but omits pay terms, limiting applicant compensation comparisons.
- WealthBridge is privately held; MetLife's July 2026 release announced its Q2 earnings date, giving candidates a visible reporting cadence.
What makes WealthBridge Financial Group unique
- WealthBridge's Advanced Planning page publishes nine strategies, including buy-sell agreements, executive benefits and split-dollar arrangements.
- WealthBridge's brokerage targets RIAs, CPAs, planners and wealth managers with life, annuity, disability and long-term-care products.
- Integrated Partners also supports CPAs and marketing; WealthBridge's pillars explicitly pair those services with premium financing.
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